Wealth Planning Advisor – Uncapped Bonus & Growth

Aspire Personnel Ltd; Olney; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in the United Kingdom is seeking a Financial Advisor to join their expanding Financial Planning team. The role involves servicing a client bank, generating new leads, and developing comprehensive financial plans. Ideal candidates will have strong communication skills and be committed to professional growth, ideally holding a Level 4 diploma in financial planning. The firm offers uncapped bonus potential and support for personal development, making it a great opportunity for professional advancement.

Benefits

Uncapped bonus potential

Paraplanning support

Pension benefits

Opportunity for self-employed basis

Qualifications

• Experience as a Financial Advisor with the ability to service an existing client bank.
• Knowledge of financial products and industry regulations.
• Commitment to personal and professional development.

Responsibilities

• Assess clients' financial circumstances and develop comprehensive financial plans.
• Generate new business leads and maintain relationships with clients.
• Stay updated with financial products and legislation.

Skills

Financial advisory experience

Strong communication skills

Relationship management

Business lead generation

Education

Level 4 diploma in financial planning

Tools

Dynamic Planner

Intelligent Office

Selecta Pension

Job description

A financial advisory firm in the United Kingdom is seeking a Financial Advisor to join their expanding Financial Planning team. The role involves servicing a client bank, generating new leads, and developing comprehensive financial plans. Ideal candidates will have strong communication skills and be committed to professional growth, ideally holding a Level 4 diploma in financial planning. The firm offers uncapped bonus potential and support for personal development, making it a great opportunity for professional advancement.